Who owns WisdomTree Intl. LargeCap Div Fd?
- Ticker: DOL
- CUSIP Number: 97717W794
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree Intl. LargeCap Div with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold WisdomTree Intl. LargeCap Div Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Creative Planning | 2.8M | $144M | -4% | Mar 2024 |
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Huntington National Bank | 876k | $45M | -44% | Mar 2024 |
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Morgan Stanley | 501k | $26M | 8% | Mar 2024 |
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Jpmorgan Chase & Co | 372k | $19M | -15% | Mar 2024 |
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Key FInancial | 273k | $14M | 1% | Mar 2024 |
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Royal Bank of Canada | 272k | $14M | 5% | Mar 2024 |
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BIP Wealth | 225k | $12M | 7% | Mar 2024 |
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Bank of America Corporation | 189k | $9.8M | 0% | Mar 2024 |
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LPL Financial | 158k | $8.2M | 4% | Mar 2024 |
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Wells Fargo & Company | 141k | $7.3M | 3% | Mar 2024 |
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Streettalk Advisors | 134k | $6.9M | 0% | Mar 2024 |
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M^T Bank Corporation | 128k | $6.6M | 11% | Mar 2024 |
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Steward Partners Investment Advisory | 128k | $6.6M | 55% | Mar 2024 |
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Commonwealth Equity Services | 125k | $6.4M | 0% | Mar 2024 |
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Evernest Financial Advisors | 87k | $4.3M | -6% | Mar 2024 |
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Powers Advisory Group | 83k | $4.3M | 0% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 79k | $4.1M | 44% | Mar 2024 |
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Rockefeller Capital Management | 62k | $3.1M | 0% | Dec 2023 |
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Baystate Wealth Management | 61k | $3.0M | -5% | Dec 2023 |
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Mariner Wealth Advisors | 61k | $3.2M | 825% | Mar 2024 |
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Congress Wealth Management LLC / DE / | 60k | $3.1M | -3% | Mar 2024 |
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UBS Group | 58k | $3.0M | -7% | Mar 2024 |
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Jane Street | 51k | $2.6M | -75% | Mar 2024 |
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Strategic Financial | 44k | $2.2M | -3% | Dec 2023 |
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Warren Averett Asset Management | 41k | $2.1M | 100% | Mar 2024 |
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Advisor Group Holdings | 32k | $1.6M | -23% | Mar 2024 |
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Citadel Advisors | 32k | $1.6M | 425% | Mar 2024 |
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Gladstone Institutional Advisory | 29k | $1.4M | 24% | Dec 2023 |
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Ameriprise Financial | 29k | $1.5M | 100% | Mar 2024 |
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Envestnet Asset Management | 28k | $1.4M | -93% | Mar 2024 |
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Flow Traders US | 25k | $1.3M | 15% | Mar 2024 |
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Golden State Equity Partners | 21k | $1.0M | 100% | Dec 2023 |
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Resources Investment Advisors | 18k | $934k | 8% | Mar 2024 |
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Altrius Capital Management | 16k | $840k | -3% | Mar 2024 |
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HighTower Advisors | 16k | $825k | 0% | Mar 2024 |
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Howe and Rusling | 13k | $666k | -1% | Mar 2024 |
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CI Private Wealth | 12k | $617k | 0% | Mar 2024 |
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Institute For Wealth Management | 12k | $614k | 0% | Mar 2024 |
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Evanson Asset Management | 11k | $592k | 0% | Mar 2024 |
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True Wealth Design | 11k | $591k | -1% | Mar 2024 |
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Brian McDonald | 11k | $573k | -2% | Mar 2024 |
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CoreCap Advisors | 11k | $544k | -12% | Dec 2023 |
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Buckingham Strategic Partners | 10k | $539k | 49% | Mar 2024 |
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Stifel Financial | 9.1k | $471k | 50% | Mar 2024 |
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Meridian Financial Partners | 8.2k | $406k | 2% | Mar 2024 |
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Raymond James Financial Services Advisors | 8.0k | $411k | 51% | Mar 2024 |
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Northern Trust | 6.7k | $347k | 100% | Mar 2024 |
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Lantz Financial | 6.7k | $328k | 41% | Dec 2023 |
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MCF Advisors | 6.5k | $334k | 100% | Mar 2024 |
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Raymond James & Associates | 6.5k | $334k | -39% | Mar 2024 |
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JFS Wealth Advisors | 6.4k | $333k | -2% | Mar 2024 |
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PBMares Wealth Management | 6.4k | $330k | -1% | Mar 2024 |
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Vance Wealth | 6.2k | $318k | 0% | Mar 2024 |
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Frazier Financial Advisors | 5.9k | $303k | 0% | Mar 2024 |
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Geneos Wealth Management | 5.5k | $285k | -12% | Mar 2024 |
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JNBA Financial Advisors | 5.5k | $284k | -1% | Mar 2024 |
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PSI Advisors | 5.4k | $281k | -16% | Mar 2024 |
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Gyl Financial Synergies | 4.8k | $238k | 100% | Dec 2023 |
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Chicago Partners Investment | 4.6k | $235k | -7% | Mar 2024 |
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Wilbanks Smith & Thomas Asset Management | 4.4k | $226k | 0% | Mar 2024 |
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Herold Advisors | 4.0k | $206k | 100% | Mar 2024 |
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Brighton Jones | 4.0k | $205k | 100% | Mar 2024 |
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SOA Wealth Advisors | 3.5k | $184k | 0% | Mar 2024 |
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Newton One Investments | 2.3k | $121k | 0% | Mar 2024 |
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Cardiff Park Advisors | 2.3k | $112k | 1% | Dec 2023 |
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Ronald Blue Trust | 1.7k | $88k | 0% | Mar 2024 |
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FMR | 1.7k | $86k | 145% | Mar 2024 |
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Pnc Financial Services | 1.2k | $64k | 0% | Mar 2024 |
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Nordwand Advisors | 1.1k | $55k | 0% | Mar 2024 |
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Quadrant Capital | 950.00 | $49k | 100% | Mar 2024 |
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Cherry Tree Wealth Management | 881.00 | $46k | -17% | Mar 2024 |
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Global Retirement Partners | 838.00 | $43k | -20% | Mar 2024 |
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IFP Advisors | 778.00 | $38k | 0% | Dec 2023 |
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Ancora Advisors | 720.00 | $37k | 0% | Mar 2024 |
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CWM | 662.00 | $34k | -1% | Mar 2024 |
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Citigroup | 546.00 | $28k | 0% | Mar 2024 |
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Goss Wealth Management | 493.00 | $26k | 0% | Mar 2024 |
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FSA Wealth Management | 400.00 | $21k | 0% | Mar 2024 |
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Capital Advisors | 284.00 | $15k | -50% | Mar 2024 |
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William Blair $ Company | 179.00 | $9.3k | 100% | Mar 2024 |
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Founders Financial Alliance | 112.00 | $5.8k | -38% | Mar 2024 |
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Farmers & Merchants Trust Co of Chambersburg PA | 97.00 | $5.0k | 0% | Mar 2024 |
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TSFG | 88.00 | $5.0k | 0% | Mar 2024 |
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AdvisorNet Financial | 75.00 | $3.9k | 0% | Mar 2024 |
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Spire Wealth Management | 42.00 | $2.2k | 0% | Mar 2024 |
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HighMark Wealth Management | 25.00 | $1.3k | 0% | Mar 2024 |
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Harbour Investments | 20.00 | $985.000000 | 0% | Dec 2023 |
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Who sold out of WisdomTree Intl. LargeCap Div?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Susquehanna International | Sep 2023 | 49k | $2.3M |
Bank of New York Mellon | Dec 2023 | 22k | $1.1M |
H D Vest Advisory Services | Dec 2023 | 12k | $566k |
IFG Advisory | Dec 2023 | 7.0k | $344k |
Branch Banking & Trust Company | Dec 2023 | 4.3k | $212k |
Rockbridge Investment Management, LCC | Dec 2023 | 1.1k | $52k |
Resurgent Financial Advisors | Dec 2023 | 862.00 | $43k |
Bank Of Montreal | Dec 2023 | 835.00 | $41k |